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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,252 | $149,741+12.4% | $118,914+41.5% | $158,982+5.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.95% | 19.94%-8.0pp | 35.89%-23.9pp | 302.99%-291.0pp |
| Employer contribution / active EE | $5,000 | $4,119+21.4% | $3,264+53.2% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $72,701 | $8,607+744.6% | $6,582+1004.5% | $11,252+546.1% |